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Orgel Wealth Management, LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orgel Wealth Management, LLC on VOO, newest first. How the timeline and the estimate are built.

Orgel Wealth Management, LLC held 7,533 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,533 shares
    Change vs previous 13F +1,238 shares

    0.1% of the 13F portfolio, value $5,173,740.

    13F-HR 0001658535-26-000004 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,295 shares
    Change vs previous 13F +206 shares

    0.08% of the 13F portfolio, value $3,761,578.

    13F-HR 0001658535-26-000003 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,089 shares
    Change vs previous 13F +57 shares

    0.08% of the 13F portfolio, value $3,818,634.

    13F-HR 0001658535-26-000001 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,032 shares
    Change vs previous 13F +113 shares

    0.08% of the 13F portfolio, value $3,693,902.

    13F-HR 0001658535-25-000008 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,919 shares
    Change vs previous 13F +515 shares

    0.08% of the 13F portfolio, value $3,362,170.

    13F-HR 0001658535-25-000005 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,404 shares
    Change vs previous 13F +420 shares

    0.07% of the 13F portfolio, value $2,777,170.

    13F-HR 0001658535-25-000004 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,984 shares
    Change vs previous 13F +1,724 shares

    0.07% of the 13F portfolio, value $2,685,430.

    13F-HR 0001658535-25-000001 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,260 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,720,205.

    13F-HR 0001658535-24-000008 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).